Tax Director
2 days ago
Tax Director (9885)
Responsibilities
Manage the Company’s tax function to ensure proper compliance and timely filings for all individuals, trusts, partnerships, and corporations associated with the Company
Lead the Company’s tax planning efforts and advise on tax strategy related to wealth transfer, estate planning, investments, and charitable giving
Assist and coordinate with external tax advisors on all compliance, audits, filings, and payment requirements as needed
Communicate with federal, state, and local tax authorities on tax-related correspondence
Prepare for and manage any tax audits or inquiries, serving as the primary point of contact with tax authorities
Develop and implement risk management strategies to safeguard family assets and minimize exposure to potential tax liabilities
Review and reconcile all tax-related journal entries and general ledger accounts for accuracy
Manage and continually assess the Company’s tax processes and ensure necessary improvements are implemented and coordinated effectively
Implement and update processes as needed to reflect changes in applicable state and local sales/use/property tax laws and policies
Collaborate with legal and financial advisors to design and implement estate planning strategies that preserve family wealth and align with the Company’s long-term goals
Review family trust structures, ensuring compliance and optimal tax efficiency
Advise on gifting, generation-skipping transfers, and other tax-efficient wealth transfer strategies
Implement and manage tax software
Performs other duties as assigned
Qualifications
Bachelor's Degree & CPA license required
2+ years of Public Accounting experience required
8+ years of tax leadership, including client relationship management and/or tax preparation for high net worth individuals and family offices
Strong Microsoft Excel knowledge and application
Strong tax software knowledge and application
#IND
#ZR
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